questionnaire and facilitate the approval and signature process
How Does Checkbox Automate NDAs?
1. Collect all the necessary information using smart forms
Use dynamic smart forms to collect all the information you need to automatically populate your NDA. Harness conditional content and on-screen tips for an intuitive end-user experience, and build in data validation to boost accuracy.
2. Pull information from other sources
Increase efficiency and accuracy by pulling information from other sources. For example, information about the counterparty can be automatically populated after the end-user inputs their ABN.
3. Automatically generate bespoke NDA documents
You can use Checkbox’s Word Add-In to create document templates. These are then automatically populated with information processed via smart forms to automate NDAs.
4. Facilitate e-signature
Checkbox’s NDA automation platform integrates with e-signature tools like DocuSign and Adobe Sign out-of-the-box to facilitate the signature process for NDAs and ensure that they are signed by the right people.
5. Centrally track progress and view data using dashboards
Gain data across all NDAs and view their current status in real-time.
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NDA Automation In Action
Access our NDA App Template or see it in action now